AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$587M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$9.85M
3 +$6.78M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.61M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.69M

Sector Composition

1 Communication Services 7.64%
2 Technology 2.84%
3 Financials 1.54%
4 Healthcare 1.44%
5 Consumer Discretionary 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$368K 0.06%
1,892
+30
127
$357K 0.06%
3,141
+207
128
$354K 0.06%
+9,395
129
$347K 0.06%
1,401
-39
130
$342K 0.06%
17,118
+47
131
$339K 0.06%
4,228
+93
132
$338K 0.06%
1,243
+27
133
$335K 0.06%
1,788
134
$335K 0.06%
16,451
-1,057
135
$334K 0.06%
2,303
+44
136
$331K 0.06%
4,747
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137
$329K 0.06%
2,541
+52
138
$328K 0.06%
8,646
+762
139
$326K 0.06%
6,004
+271
140
$315K 0.05%
7,020
141
$312K 0.05%
5,287
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142
$298K 0.05%
2,700
143
$297K 0.05%
9,532
144
$297K 0.05%
7,521
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145
$297K 0.05%
4,923
+227
146
$290K 0.05%
6,655
+341
147
$287K 0.05%
2,964
+70
148
$271K 0.05%
+2,634
149
$265K 0.05%
3,664
+204
150
$263K 0.04%
4,125